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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
COF
2001
Capital One Financial
Virginia
$445K +$19.9K +265 +5%
CFA
2002
CWS Financial Advisors
Michigan
$444K +$63.8K +847 +16%
SS
2003
Sunbelt Securities
Texas
$444K +$128K +1,706 +40%
RIG
2004
Roosevelt Investment Group
New York
$444K +$158K +2,101 +54%
SF
2005
Symphony Financial
Texas
$443K +$140K +1,854 +45%
LA
2006
Legacy Advisors
Pennsylvania
$442K +$1.35K +18 +0.3%
APW
2007
Acima Private Wealth
Virginia
$441K – – –
GCAC
2008
Guardian Capital Advisors (Canada)
Ontario, Canada
$441K +$376 +5 +0.1%
LA
2009
LVW Advisors
New York
$440K -$16.8K -223 -4%
LCAM
2010
London & Capital Asset Management
United Kingdom
$438K +$142K +1,886 +47%
RGC
2011
Roberts, Glore & Co
Illinois
$437K -$272K -3,609 -38%
QAM
2012
QCI Asset Management
New York
$437K -$94.7K -1,258 -18%
PSC
2013
Prentiss Smith & Co
Vermont
$437K – – –
WA
2014
Waverly Advisors
Alabama
$435K -$14.2K -189 -3%
GA
2015
Geller Advisors
New York
$434K +$60.2K +800 +16%
BCI
2016
Brinker Capital Investments
Pennsylvania
$434K +$443K +5,881 New
LIA
2017
LBMC Investment Advisors
Tennessee
$431K – – –
JHCP
2018
Jackson Hole Capital Partners
Oklahoma
$430K -$9.34K -124 -2%
WCM
2019
Wedge Capital Management
North Carolina
$430K +$3.39K +45 +0.8%
BOM
2020
Bank of Marin
California
$430K +$76K +1,009 +21%
DIM
2021
Delta Investment Management
California
$429K -$345K -4,588 -44%
BFPW
2022
BOK Financial Private Wealth
Colorado
$427K +$67.3K +894 +18%
BIM
2023
Baldwin Investment Management
Pennsylvania
$425K – – –
RWG
2024
Regal Wealth Group
California
$425K +$1.2K +16 +0.3%
AWM
2025
Aberdeen Wealth Management
Illinois
$423K +$106K +1,404 +32%
79 80
81
82 83